Manage Schedules in the Bold BI

This section explains how to add, edit, and delete the schedules and also to run the schedules on-demand, enable or disable schedules, and show schedule run history in the Bold BI.

Schedules page displays the schedules that are accessible by the user depending on the user’s permission.

Add Schedules

Schedules can be created only if the user has Create All Schedules permission. Schedules can be created in three ways,

• Add schedule from schedules page.
• Add schedule from + button in the left side menu.
• Add schedule from context menu of the respective dashboards.

Add schedule from schedules page

• Click on the Create Schedule which is available in the top right corner of the schedules page.

  

Add schedule from + button menu

• Click on the + button in the left side menu and choose Schedule under Create to add a Schedule.

  

• Select the required category from Category dropdown. After selecting the category, corresponding dashboards under that selected category will be displayed in the Dashboard dropdown,

  

• Select the required dashboard from the dropdown.

  

Add schedule from context menu of the respective dashboards

• Click on Actions button in the dashboards grid context menu and select Create Schedule to schedule the corresponding dashboard.

  

• Once dialog was opened, the category and dashboard values are selected by default,

  

NOTE: Categories or Dashboards can be changed from schedule dialog box itself.

• After adding schedule details, click Next in the schedule dialog.

Customizing schedule email Content

• Customize the mail content that needs to be sent during the schedule.

• The schedule mail content page will have default content as shown in the following image.

  

• Use the default mail subject or customize it using the variables in the drop-down next to the subject field. Once you select a variable from the variables drop-down, the default subject content will get reset.

  

• Customize the mail body content and enhance it by using bold, italic, points, numbers, font size, code, and quotation options as shown in the following images.

  

  

• Insert images and links if needed.

  

• With the help of the preview option, visualize the actual mail format while scheduling and reset if you need to restore to the default content.

  

• After customizing the mail content, click Next in the schedule dialog.

  

• Select the recurrence type, recurrence, start and end dates, export formats and the users to which the exported dashboards and failure notification have to be emailed in the Add Schedule dialog box.

  • Dashboards can be scheduled hourly, daily, weekly, monthly, and yearly.
  • Dashboards can be exported as image, PDF, CSV and Excel.
  • Application Time Zone is displayed below the date picker. Start time of the schedule is converted to client Time Zone and shown in the right side for the user’s convenience
  • Exported dashboards can be sent to individual users or groups or to external recipients along with the link the dashboard in the Bold BI through emails.

  

  

• When clicking on Schedule, the dashboard is scheduled in the selected recurrence.

NOTE: Read Write Delete permission for that Specific Schedule is added to the users by the person who created the schedule.

Sending Schedule emails to Distribution list

Yes, we do support sending schedule emails to distribution list. You can configure the distribution list in the schedule recipient list as in the below two ways

1. We can add the distribution email directly in the external recipient option as below.

2. We can add the new user with the distribution list email and add the user as a recipient to send the emails to the users in the distribution list.

Sending Schedule failure notification to the owner and recipients

Supports sending schedule failure notification to schedule owner and recipients. After schedule export failure, the notification can be sent to the owner and recipients with a failure error message by an email.

And also, Bold BI application deactivates the export schedule after limited consecutive failures and send the disable notification to the owner and recipients.

Configure Schedule with Export Format

You can configure the export formats in the schedule.

Other Destination Schedule Export

FTP location export

You can export the dashboards to an FTP, FTPS, or SFTP location by configuring the respective server credentials while scheduling the dashboard export.

Webhook Notification

You can send a webhook notification for an export schedule or data alerts by selecting the created webhook in Other Destinations section.

Steps to configure webhook when adding or editing schedules

1. Select previously created webhooks from the Webhook list dropdown.

   

2. If you haven’t created any webhooks, you can create them by clicking the Create option. This will open the Add Webhook page in a new tab Please visit this link for how to add webhook.

   

3. After creating the webhook, you need to click the Refresh option for the created webhook to appear in the dropdown.

   

4. After selecting any of the webhooks, you can see the selected webhook endpoint with request content type details in the info message section.

   

5. When running the schedule, Bold BI will call the webhook endpoint you selected with the selected or all payload data. Click here to learn more about what is the payload data sent to a webhook call.

NOTE: Time Driven Dashboard Export event webhook get listed only for the normal schedule, and Alert Driven Dashboard Export event webhook get listed only for data alert schedule.

Edit Schedules

Category, dashboard, name, recurrence type, recurrence, start and end dates, export format and the recipients can be changed in the Edit Schedule dialog box.

Run Now

Schedules can be made to run on demand by using Run Now option in the schedule grid context menu. Dashboard get exported in the format specified and sent to the recipients along with the link the dashboard in the Bold BI through emails.

Information of Schedule

You can see the information of respective Schedule in dialog box. Click Actions in the grid context menu and select Info.

Run History

You can see the schedule run history information of corresponding schedule in the Run History option in the schedule grid context menu.

And, also you can see the failure information by clicking the failed link in run history dialog.

Enable or Disable Schedule

Schedules can be disabled at any time, which ignores any next occurrences. When enabled, it finds the next occurrence and run accordingly.

Delete Schedules

Schedules can be deleted from the Bold BI when it is no longer required.

Click the Actions button in the schedules grid context menu and select Delete to delete the schedule.

Data Alerts

Data alert provides the users to track certain conditions and helps responding to a specified recipients via mail when a certain predefined threshold is met. Please find more details on the Data alerts.